Vice President, Investment Operations in Woodbridge, Ontario

Vice President, Investment Operations (Hybrid)

Woodbridge, ON

Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier investment and insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.

About The Role

The Vice President, Investment Operations will be instrumental in driving operational excellence, ensuring compliance with industry regulations, optimizing processes, and leading key strategic initiatives. This role requires a proactive and strategic leader with deep industry knowledge, exceptional problem-solving skills, and a commitment to enhancing operational efficiency and client experience.

What You’ll Do

• Provide regular updates to the President on divisional operations, key issues, and strategic initiatives.

• Oversee daily operational procedures, continuously identifying opportunities for process improvements to enhance client service and ensure regulatory compliance.

• Take full ownership of the end-to-end client experience within the investment division, offering expertise in handling escalations and resolving complex issues.

• Foster a culture of continuous improvement, collaborating with HR and direct reports to drive employee development, coaching, performance reviews, and feedback initiatives.

• Assist in budget planning and management, including compensation structures and capital expenditures.

• Develop and monitor critical KPIs to track performance across teams and roles, ensuring operational efficiency.

• Manage relationships with manufacturers and vendors, overseeing contract reviews, industry changes, and vendor performance, including internal approvals for vendor releases and JIRA ticketing.

• Work closely with the HUB International on security and software management, ensuring alignment with HUB Capital (Mutual Fund Dealership) needs.

• Represent HUB Capital (Mutual Fund Dealership) and advocate for its interests on industry committees and regulatory bodies.

• Collaborate regularly with Compliance and Sales teams to align business practices with company objectives.

• Lead key projects and internal initiatives, overseeing planning, prioritization, and execution in coordination with company leadership.

What You’ll Need for Success

• Extensive experience in investment operations within an MGA and Mutual Fund Dealer environment.

• Proven leadership and project management expertise, with the ability to drive strategic initiatives.

• Familiarity with iPipeline software suite, including WealthServ Insurance, WealthServ Investments, and RepVision.

• In-depth knowledge of regulatory compliance, financial approvals, and operational best practices.

• Exceptional communication and stakeholder management skills, with the ability to engage across all levels of the organization.

• Strong analytical and problem-solving abilities, with a track record of managing multiple priorities effectively.

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of benefits:

• Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.

• Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.

• Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.

• Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.

• Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Why Choose HUB?

When you choose HUB, you’re choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit – About Us – HUB International (https://www.hubinternational.com/en-CA/about-us/)

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited (http://www.hubinternational.com/) is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide! We’re not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

If you’re interested in learning how you can grow your career at HUB, visit our Careers Page (https://careers.hubinternational.com/us/en) to explore our opportunities.

HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.

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Department Business Operations

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor’s degree (4-year degree)